Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
22yrs
James Egan has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Boston, Massachusetts. After five years at Barclays Capital and seven years at Alliancebernstein, James joined Stifel, Nicolaus & Company in 2015, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 70% of advisors in Boston
Office125 High Street, Boston, MA 02110
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?2 states
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2010 – 2015Barclays Capital Inc.Previously
- 2004 – 2010Alliancebernstein L.P.Previously
Contact James
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for James. 125 High StreetBoston, MA 02110Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for James Egan. James works from the Boston, MA office.
How long has James been a financial advisor?
James has been in the industry since 2004, about 22 years. More experience than 70% of advisors in Boston.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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